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14 August 2022
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ETFs reached over $40 billion by the end of 2018, with international equities ranked first for net flows, and a rapid growth in fixed income products. Cap-weighted indexes dominated but smart beta is gaining ground.
Ten of the most popular and original articles first published in Cuffelinks in 2018 are included in this free ebook, 'Firstlinks, the highlights from 2018'. It's a chance to catch up if you missed them first time around.
Welcome to the 'Have Your Say' section. We have received thousands of comments on articles over the years, but here is a chance for you to set the agenda. Comment on any subject relevant to our audience.
The Productivity Commission is undertaking a review into the competitiveness and efficiency of Australia's super system. These key points are taken from the draft report, including a neat 'piggy' graphic.
For a Special 250th Edition, we asked: "What is an enduring investment lesson you learned from making a mistake?" and we received a wide range of responses that might prevent someone from repeating the same error.
Now we're captivated by inflation and higher rates but only a year ago, investors were certain of the supremacy of US companies, the benign nature of inflation and the remoteness of tighter monetary policy.
Companies have been slow to update guidance and we have yet to see the impact of inflation expectations in earnings and outlooks. Companies need to insulate costs from inflation while enjoying an uptick in revenue.
Weaker share prices may have already discounted some bad news, but cost inflation is creating wide divergences inside and across sectors. Early results show some companies are strong enough to resist sector falls.
In 2002, the share price of the company that became Sydney Airport (SYD) hit 80 cents from the $2 IPO price. After 20 years of astute investment driving revenue increases, it sold to private hands for $8.75 in 2022.
There are significant differences in the sector weightings of an ethical fund versus an index, and while this has caused some short-term headwinds recently, the tailwinds are expected to blow over the long term.
Many new investors make common mistakes while learning about markets. Losses are inevitable. Newbies should read more and develop a long-term focus while avoiding big mistakes and not aiming to be brilliant.
Lenders use Residential Mortgage-Backed Securities to finance mortgages and RMBS are available to retail investors through fund structures. They come with many layers of protection beyond movements in house prices.